System Automation

Is tedious data entry getting in the way of serving your clients?

Do you need help with document creation, client notifications emails, work assignment, etc.?

Our Service:

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Workflow Process

We will work with users to determine workflow process.

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Designing Systems

We design systems to mimic or enhance current workflow processes.

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Ongoing Support

Ongoing maintenance and support of system automation.

Success Stories

Clients were frequently requesting case reports showing the timeline of a case with this process server. This would require someone to stop and run multiple reports and send them to the client. We automated this by setting up a general mailbox that the client could email with their case number. Automaton would then pick up these emails, generate the report and send it back automatically.

Meritus Corporation

This company had 2-3 full-time employees responsible for the creation of Operation and Maintenance financial reports for the districts they serve. They had to enter invoices for these reports, manually track them via spreadsheets, print all invoices and spreadsheets and then scan them back in together as a PDF to then print out for each board member. We automated this process to where 1 part-time employee could handle the reports. This allowed the team to focus more on improving the quality of the services they provide and better serve their customers.

Call Now for a FREE Consultation!

Call Now for a FREE Consultation!

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